Add new POS document

The Document Types in PANTHEON allow for a systematic management and overview of documents (Document System). By defining different document types, you can preconfigure different settings: account matrices, permissions on the document, warehouses, signatories, fiscalization, etc. Below is an example of creating a new document type. In this chapter we will introduce how to add new POS document.

Case summary Roger came to work as a Head of Retail Office. In order to start issuing retail invoices, it is necessary to open a  new POS document.It will do this according to the following steps: Selecting a Register Entering a New document type Creating a new POS document Refreshing the menu

1. Selecting a Register

In the menu, responsible person opens Setttings | Program | Document Types.    

2. Entering a New Document Type

The Document Types settings impact functioning of program package. It determines all actions that can be carried out and used subsequently. It is divided according to tasks to more panels, each of them containing multiple individual document types.  In this case, reponsible person selects Goods | POS |.

​Then, he will click the button   button in taskbar, as shown in the image below.

A blank form made ready for entering of a new type of document is opened.

WARNING Because the cursor is always set on the first document when opening the document type for creating invoices received, it is necessary to click the new record  button every time you want to create a new document. A new document ready for entering data is opened

Hint Document types are most often defined at the beginning of using the program, at the time of implementation. However, they can also be added later on.

3. Creating a new POS document

After the responsible person has created a new record, a new blank form is opened.

• Into the ID field, the person responsible writes the ID for the new document type. In this case 3200
• Into the fields Short Name and Name, the responsible person writes: POS retail.
• Into the field Archive he will selects DMS0 from the drop-down menu.
• Into the field Archive he will selects DMS0 from the drop-down menu.

After entering the data, the responsible person will confirm the record by clicking on the button  . A new window will open where the program asks if we want to Copy Statuses with two options:  Add or Overwrite, from one of Document Type from drop-down menu.
  In this case, he will just close with click on X.

HERMES POS has inherited POSX.
Therefore, in the middle of panel, he will confirm the checkbox POSX.
    The program will ask if he want to confirm or not. Reponsible person clicks Yes.  
  Now, there are all tabs that need to be filled with the appropriate data, which we introduced in other chapters.

4. Refreshing the menu

Creating a new document type also changes the PANTHEON menu display. For this purpose, the person responsible will also refresh the menu to make the new document type visible in the menu.

Document 3200 is now visible in the menu Goods | Issue | POS | 3200 – POS retail.